AUMdb

The New York Preparatory 401(k) Profit Sharing Plan & Trust

Sponsored by The New York Preparatory · EIN 131100880 · Plan #002

Total assets
$22.2M
Net assets
$22.2M
Active participants
286
With balances
356

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Paychex, Inc. Recordkeeping $41,264
Levelized Compensation Advisor Investment advisory (plan) $39,220